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As Chief Technology Officer at Envestnet Inc., Mark is responsible for all aspects of technology and architecture strategy, providing expertise on strategic corporate technology initiatives in support of the company’s software-as-a-service platform offerings. Mark has over 30 years of experience in designing, architecture, and implementing large-scale financial services applications and products with a specific focus on wealth management, including portfolio accounting, portfolio modeling, trading, and performance measurement. Mark is a seasoned leader and entrepreneur known for his emphasis on providing operationally scalable solutions and the ability to evolve and meet the dynamic challenges within the industry.Before Envestnet, Mark was the CTO at FolioDynamix, prior to that he formed a wealth management consulting company that serviced leading financial services institutions, including Goldman Sachs, UBS, Prudential, and Morgan Stanley, providing system architecture and design guidance for mission-critical applications as well as go-to-market strategies for new and expanding financial products. Mark has also created wealth management products such as portfolio construction and accounting, performance measurement, and research analytics. As CTO, Mark created the Stratevie portal where financial advisors could review aggregated asset manager information including performance metrics, commentary, and videos.
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Chief Technology OfficerEnvestnet, Inc Apr 2024 - PresentBerwyn, Pennsylvania, Us -
Group Head Information TechnologyEnvestnet, Inc Jan 2021 - PresentBerwyn, Pennsylvania, UsGroup Head of Wealth Technology
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Managing DirectorEnvestnet, Inc Jan 2019 - Dec 2021Berwyn, Pennsylvania, UsIntegrated Wealth Technologies and Strategy for Envestnet Inc.
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CtoFoliodynamix Apr 2010 - Dec 2018N/A , California , Us -
PrincipalSungard Consulting Services Aug 2009 - Jul 2010Houston, Tx, Us -
Cto Stratevie Media LlcTsg-Wms Llc Aug 2008 - Nov 2009 -
Partner - Wealth Managment SolutionsEbusinessware 2004 - 2008
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Consultant - Director Software ServicesUbs May 2003 - Jun 2007Zurich, Ch -
Consultant - Wealth ManagementPrudential Financial Mar 2001 - May 2003Newark, New Jersey, Us -
PrincipalCornerstone Technologies, Inc Jan 1993 - Jan 2003Software development and consulting services for financial service markkets
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Consultant - Software ServicesGoldman Sachs Feb 1993 - Mar 2001New York, New York, Us -
Vice President - Wealth Management TechnologyPaine Webber Feb 1991 - Feb 1993Us -
ConsultantComputer Sciences Corporation Oct 1988 - Feb 1991Global, Us
Mark Davis Education Details
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Purdue UniversityComputer Science
Frequently Asked Questions about Mark Davis
What company does Mark Davis work for?
Mark Davis works for Envestnet, Inc
What is Mark Davis's role at the current company?
Mark Davis's current role is CTO at Envestnet.
What is Mark Davis's email address?
Mark Davis's email address is ma****@****mix.com
What is Mark Davis's direct phone number?
Mark Davis's direct phone number is +121279*****
What schools did Mark Davis attend?
Mark Davis attended Purdue University.
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